Level Four Advisory Services’s IBM IBM Stock Holding History

Level Four Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.72M	Buy	31,847 +2,815	+10%	+$762K	0.25%	97
2025 Q4	$8.6M	Buy	29,032 +1,514	+6%	+$453K	0.28%	81
2025 Q3	$7.76M	Sell	27,518 -265	-1%	-$69.4K	0.27%	87
2025 Q2	$8.19M	Sell	27,783 -1,512	-5%	-$390K	0.3%	77
2025 Q1	$7.28M	Buy	29,295 +267	+0.9%	+$65.3K	0.3%	85
2024 Q4	$6.38M	Sell	29,028 -936	-3%	-$208K	0.26%	103
2024 Q3	$6.19M	Sell	29,964 -12,434	-29%	-$2.44M	0.26%	107
2024 Q2	$7.33M	Sell	42,398 -9,606	-18%	-$1.67M	0.33%	64
2024 Q1	$8.51M	Buy	52,004 +1,615	+3%	+$295K	0.47%	40
2023 Q4	$8.24M	Buy	50,389 +68	+0.1%	+$10.3K	0.46%	41
2023 Q3	$7.06M	Buy	50,321 +2,005	+4%	+$285K	0.46%	40
2023 Q2	$6.47M	Buy	48,316 +2,525	+6%	+$326K	0.39%	49
2023 Q1	$6M	Sell	45,791 -1,136	-2%	-$152K	0.39%	50
2022 Q4	$6.61M	Buy	46,927 +9,139	+24%	+$1.26M	0.49%	45
2022 Q3	$4.49M	Buy	37,788 +1,644	+5%	+$216K	0.44%	51
2022 Q2	$5.1M	Buy	36,144 +3,114	+9%	+$420K	0.48%	46
2022 Q1	$4.29M	Sell	33,030 -351	-1%	-$45.8K	0.34%	81
2021 Q4	$4.46M	Buy	33,381 +6,445	+24%	+$808K	0.34%	70
2021 Q3	$3.58M	Sell	26,936 -8,660	-24%	-$1.16M	0.37%	74
2021 Q2	$4.99M	Buy	35,596 +5,608	+19%	+$767K	0.35%	60
2021 Q1	$3.82M	Buy	29,988 +5,372	+22%	+$643K	0.3%	83
2020 Q4	$2.96M	Sell	24,616 -3,673	-13%	-$424K	0.24%	112
2020 Q3	$3.29M	Sell	28,289 -1,261	-4%	-$148K	0.25%	96
2020 Q2	$3.41M	Sell	29,550 -746	-2%	-$86.6K	0.26%	94
2020 Q1	$3.21M	Buy	30,296 +93	+0.3%	+$11.8K	0.39%	57
2019 Q4	$11.1M	Buy	30,203 +1,971	+7%	+$256K	0.44%	70
2019 Q3	$3.93M	Buy	28,232 +1,633	+6%	+$220K	0.41%	54
2019 Q2	$3.51M	Buy	26,599 +313	+1%	+$41.1K	0.35%	64
2019 Q1	$3.55M	Buy	26,286 +453	+2%	+$57.7K	0.39%	62
2018 Q4	$2.81M	Sell	25,833 -2,321	-8%	-$279K	0.35%	72
2018 Q3	$4.07M	Sell	28,154 -1,672	-6%	-$234K	0.44%	54
2018 Q2	$3.98M	Buy	29,826 +5,085	+21%	+$709K	0.29%	81
2018 Q1	$3.63M	Buy	24,741 +2,674	+12%	+$405K	0.28%	84
2017 Q4	$3.24M	Buy	22,067 +3,830	+21%	+$557K	0.25%	88
2017 Q3	$2.53M	Buy	18,237 +8,876	+95%	+$1.24M	0.22%	92
2017 Q2	$1.55M	Sell	9,361 -3,866	-29%	-$583K	0.24%	104
2017 Q1	$2.19M	Sell	13,227 -2,850	-18%	-$478K	0.22%	97
2016 Q4	$2.55M	Buy	+16,077	New	+$2.45M	0.33%	60

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Four Advisory Services's IBM Position: Q1 2026 in Review

Level Four Advisory Services increased its IBM (IBM) stake by 9.7% in Q1 2026, buying an estimated $762K and bringing the position to 31,847 shares worth $7.72M. The position accounts for 0.25% of the portfolio, ranked #97.

Level Four Advisory Services first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2019. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Level Four Advisory Services held 31,847 shares of IBM worth $7.72M as of Q1 2026.
Level Four Advisory Services bought 2,815 IBM shares in Q1 2026, an estimated $762K.
IBM made up 0.25% of Level Four Advisory Services's portfolio in Q1 2026, its #97 holding.
Level Four Advisory Services first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's IBM position peaked at $11.1M in Q4 2019.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.